Purchases and Sales Made in Q3 2021 in Otis Worldwide Corp (OTIS)
This table provides information about the institutional ownership of Otis Worldwide Corp (OTIS) during Q3 2021. The information is specifically focused on institutions that hold shares of Otis Worldwide Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-73- 32.16% |
$5.99K - $6.74K
|
154
$15.1K
|
|
|
Oct 28, 2021
Q3 2021
|
American Research & Management Co.
|
SELL
|
- |
-74- 8.23% |
$6.07K - $6.84K
|
825
$81K
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-74- 1.28% |
$6.07K - $6.84K
|
5.7K
$560K
|
|
|
Oct 14, 2021
Q3 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-77- 0.4% |
$6.31K - $7.11K
|
19.3K
$1.89M
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-77- 1.72% |
$6.31K - $7.11K
|
4.4K
$432K
|
|
|
Oct 12, 2021
Q3 2021
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-78- 0.43% |
$6.4K - $7.2K
|
17.9K
$1.76M
|
|
|
Oct 21, 2021
Q3 2021
|
Tufton Capital Management
|
SELL
|
- |
-82- 0.18% |
$6.72K - $7.57K
|
45.1K
$4.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-84- 2.41% |
$6.89K - $7.76K
|
3.4K
$334K
|
|
|
Nov 03, 2021
Q3 2021
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-86Closed |
$7.05K - $7.94K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Westhampton Capital, LLC
|
SELL
|
- |
-87- 1.23% |
$7.13K - $8.04K
|
7.01K
$689K
|
|
|
Nov 15, 2021
Q3 2021
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-87- 2.83% |
$7.13K - $8.04K
|
2.99K
$294K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-88- 1.78% |
$7.22K - $8.13K
|
4.85K
$476K
|
|
|
Nov 03, 2021
Q3 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-90- 1.2% |
$7.38K - $8.31K
|
7.4K
$727K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-96- 34.04% |
$7.87K - $8.87K
|
186
$18.3K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-98- 2.88% |
$8.04K - $9.05K
|
3.31K
$325K
|
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-100- 1.6% |
$8.2K - $9.24K
|
6.14K
$603K
|
|
|
Nov 04, 2021
Q3 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-100- 2.76% |
$8.2K - $9.24K
|
3.52K
$345K
|
|
|
Nov 12, 2021
Q3 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-100- 1.95% |
$8.2K - $9.24K
|
5.03K
$494K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-102- 2.21% |
$8.36K - $9.42K
|
4.51K
$443K
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-105- 1.08% |
$8.61K - $9.7K
|
9.58K
$941K
|
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-107- 2.39% |
$8.77K - $9.88K
|
4.37K
$429K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-108- 1.08% |
$8.86K - $9.98K
|
9.9K
$972K
|
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-108- 1.0% |
$8.86K - $9.98K
|
10.7K
$1.05M
|
|
|
Nov 08, 2021
Q3 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-108- 2.21% |
$8.86K - $9.98K
|
4.78K
$469K
|
|
|
Oct 29, 2021
Q3 2021
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-112- 3.69% |
$9.18K - $10.3K
|
2.92K
$287K
|
|
|
Oct 19, 2021
Q3 2021
|
Capital City Trust CO
|
SELL
|
- |
-115- 2.02% |
$9.43K - $10.6K
|
5.58K
$548K
|
|
|
Nov 16, 2021
Q3 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-116- 1.6% |
$9.51K - $10.7K
|
7.12K
$699K
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-120- 4.67% |
$9.84K - $11.1K
|
2.45K
$241K
|
|
|
Nov 15, 2021
Q3 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-120Closed |
$9.84K - $11.1K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-121- 3.2% |
$9.92K - $11.2K
|
3.66K
$359K
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-122- 3.57% |
$10K - $11.3K
|
3.3K
$324K
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-125- 4.88% |
$10.3K - $11.5K
|
2.43K
$239K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-129- 10.63% |
$10.6K - $11.9K
|
1.09K
$107K
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-130Closed |
$10.7K - $12K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-130- 1.42% |
$10.7K - $12K
|
9K
$884K
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-132Closed |
$10.8K - $12.2K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-135- 10.46% |
$11.1K - $12.5K
|
1.16K
$114K
|
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-140- 2.16% |
$11.5K - $12.9K
|
6.35K
$623K
|
|
|
Nov 09, 2021
Q3 2021
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-140- 4.32% |
$11.5K - $12.9K
|
3.1K
$304K
|
|
|
Nov 03, 2021
Q3 2021
|
Davidson Trust CO
|
SELL
|
- |
-141- 5.03% |
$11.6K - $13K
|
2.66K
$261K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-142- 4.3% |
$11.6K - $13.1K
|
3.16K
$311K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-143Closed |
$11.7K - $13.2K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Jackson Square Capital, LLC
|
SELL
|
- |
-145- 2.59% |
$11.9K - $13.4K
|
5.45K
$535K
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-150- 9.91% |
$12.3K - $13.9K
|
1.36K
$134K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-151- 1.59% |
$12.4K - $13.9K
|
9.33K
$916K
|
|
|
Nov 04, 2021
Q3 2021
|
Monarch Capital Management Inc
|
SELL
|
- |
-154- 0.86% |
$12.6K - $14.2K
|
17.7K
$1.74M
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
SELL
|
- |
-161- 1.2% |
$13.2K - $14.9K
|
13.2K
$1.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-163- 5.28% |
$13.4K - $15.1K
|
2.93K
$287K
|
|
|
Oct 13, 2021
Q3 2021
|
Ifm Investors Pty LTD
|
SELL
|
- |
-164- 0.31% |
$13.4K - $15.1K
|
53K
$5.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-164- 14.17% |
$13.4K - $15.1K
|
993
$97.5K
|